Joe Sholden

FAQ About Joe Sholden

• What is Joe Sholden's address?

  Joe Sholden is located at
  Fort Worth, Texas, United States

• What is Joe Sholden's job title?

  Joe Sholden is a
  My Focus and Experience ·Investment Planning ·Investment Manager Analysis ·Retirement and College Planning ·Life Insurance and Long Term Care insurance My Background With over 26 years in private wealth management, I employ a client centered approach to portfolio planning and implementation. A native of Dallas, TX, I am a second generation graduate of Woodrow Wilson High School, where I was the 1976 class valedictorian and was inducted into the Woodrow Hall of Fame in 1999. I graduated Southern Methodist University in 1980, majoring in accounting and then worked in public accounting and in the electronics industry as a CPA before transitioning into financial services. I hold a series 7, series 66 securities registration, and securities insurance license. Personal Interests My wife of 41 years, Sharon, and I live in Arlington, TX. We have two children, Lauren, an OU grad, and Stephen, a grad of UVa. We have two grandchildren, Andrew and Emma. I served for 10 years on the Board of Directors for The Arlington Boys and Girls Clubs. For 7 years, I served as Grand Praetor for the Northern Texas Province of Sigma Chi Fraternity (SMU, TCU, UNT, UTA, A&M Commerce). I was selected as a member of the Sigma Chi Order of Constantine in 2018. Please contact me by email, [email protected] or by phone at 817-339-3441. I cannot respond to messages through LinkedIn In Mail. This information is intended for use by residents of AZ, CA, CO, FL, GA, IL, LA, MA, MD, NY, OK, OR, SC, TN, TX, and WY only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Baird

• What industry does Joe Sholden currently work in?

  Joe Sholden currently works in the
  Baird

• What is Joe Sholden's area of expertise?

  Joe Sholden specializes in
  My Focus and Experience ·Investment Planning ·Investment Manager Analysis ·Retirement and College Planning ·Life Insurance and Long Term Care insurance My Background With over 26 years in private wealth management, I employ a client centered approach to portfolio planning and implementation. A native of Dallas, TX, I am a second generation graduate of Woodrow Wilson High School, where I was the 1976 class valedictorian and was inducted into the Woodrow Hall of Fame in 1999. I graduated Southern Methodist University in 1980, majoring in accounting and then worked in public accounting and in the electronics industry as a CPA before transitioning into financial services. I hold a series 7, series 66 securities registration, and securities insurance license. Personal Interests My wife of 41 years, Sharon, and I live in Arlington, TX. We have two children, Lauren, an OU grad, and Stephen, a grad of UVa. We have two grandchildren, Andrew and Emma. I served for 10 years on the Board of Directors for The Arlington Boys and Girls Clubs. For 7 years, I served as Grand Praetor for the Northern Texas Province of Sigma Chi Fraternity (SMU, TCU, UNT, UTA, A&M Commerce). I was selected as a member of the Sigma Chi Order of Constantine in 2018. Please contact me by email, [email protected] or by phone at 817-339-3441. I cannot respond to messages through LinkedIn In Mail. This information is intended for use by residents of AZ, CA, CO, FL, GA, IL, LA, MA, MD, NY, OK, OR, SC, TN, TX, and WY only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

• Which languages does Joe Sholden speak? 

  Joe Sholden speaks the following languages:
  No languages available.

• Which industries has Joe Sholden previously worked in?   

  Joe Sholden has prior experience in the following industries:
  Wells Fargo Advisors , Merrill Lynch , Arrow Electronics , Hall Mark Electronics , Ernst And Whinney

• What is Joe Sholden’s work experience?  

  Joe Sholden has the following professional experience:
  Baird , Robert W Baird , Wells Fargo Advisors , Merrill Lynch , Arrow Electronics , Hall Mark Electronics , Ernst And Whinney .

• How can I find Joe Sholden on LinkedIn?  

  You can view Joe Sholden’s
  LinkedIn profile at LinkedIn URL.

• What are Joe Sholden’s work email addresses?  

  Joe Sholden’s work email addresses are
  [email protected].

• What company does Joe Sholden work for?  

  Joe Sholden works at
  Baird